The 'Report Centre' allows you to manage all reports and templates for a single company or group. You will have access to:
Templates - Save your favourite reports as templates to easily re-use them for future periods, or with other companies.
Scheduled Reports - Once you've created a custom template, schedule a report to be created automatically.
Excel Reports - Download a range of default Excel reports.
You can access the Report Centre from the 'My Companies' screen in Fathom. Hover your mouse over a company or group, and click the 'Reports' icon.
If you only have a single company uploaded to Fathom, click the large 'Reports' tile located below your company.
Using the Report Centre
The Report Centre has an inbuilt workflow to streamline management reporting.
The recommended workflow is to start by creating a 'draft' report. While in 'draft', you can collaborate together with other editors to craft the perfect report.
When creating a draft report, you can choose to start from scratch, or use one of Fathom's pre-defined templates to help you get started.
When a report is ready to share with clients or 'viewer' users in your account, the report can then be published.
Once a report is published, it will remain 'dynamic'. This means that any changes to your financial or non-financial data will be reflected in the report.
When publishing a report, you will have the option to send an email notification to a specific user group.
❗Note: This email notification informs the user that a new report has been created, and prompts them to log in to view or download the report. It does not send the report via email.
Scaling and Automating
Once you've customised your report, it can be saved for future use as a custom template.
When a new period rolls around, you can create a new report for the new period using your Custom template. All of your charts, graphs, and tables will now reflect the new period's results.
You can automate this process by creating a Schedule. Schedules will automatically generate reports from your custom template at specified time periods that you can set.
Templates can also be copied across to different companies or clients. If you have other companies or clients in your Fathom account that will use a similar template, you can simply copy the template across. This is useful if you're an advisor with clients in similar industries, a franchise group, or a multi-entity organisation with similar reporting requirements.